Monterey Financial Services, LLC (EIN 33-0369207) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $12.4M in plan assets and 175 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Monterey Financial Services, LLC 401(k) Plan and Trust | 003 | 90 | $12.4M |
| Monterey Financial Services, LLC Profit Sharing Plan and Trust | 001 | 85 | $0 |
33-0369207 is the Employer Identification Number (EIN) Monterey Financial Services, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
